Business Operations - Professional Membership Request Form

Purpose: This form is used to approve all membership requests and/or renewals. Policy Number: 01.5.2012.002

What forms do I need?

(If prompted to open or save click open. If prompted to enter a password click cancel several times.)

 
How to complete the Professional Membership Request packet:

To seek approval    

  • Complete the Professional Membership Request form.
  • Gather all required documentation.
    • Copy of invoice
    • Documentation supporting why membership is being requested.
  • Obtain all required signatures.
    • Dean/Manager
      • Union Committee Chair (if funds for membership are being paid by the Local 1600 Union.)

To seek direct payment to the  sponsoring organization    

  • Complete requisition
  • Gather all required documentation.
    • Approved Professional Membership Request form (including all signatures)
    • Copy of invoice
    • Documentation supporting why membership is being requested.
  • Enter requisition into PeopleSoft system.
  • Attach documents to PeopleSoft requisition
  • Submit the completed packet to the Business Office.
    • The Business Office will obtain the remaining, required signatures from the Executive Director, President and Vice Chancellor’s Office.

To seek employee reimbursement     

  • Complete Employee Expense Reimbursement form
  • Gather all required documentation.
    • Approved Professional Membership Request form (including all signatures)
    • Copy of invoice
    • Proof of payment
      • Original receipt
      • Copy of cancelled check
      • Credit card receipt or statement
  • Obtain all required signatures.
    • Dean/Manager
  • Submit the completed packet to the Business Office.
    • The Business Office will obtain the remaining, required signatures from the Executive Director, President and Vice Chancellor’s Office.

Faculty and Staff

What forms do I need?

  • Professional Membership Request Form
  • Requisition form (if seeking direct payment to the sponsoring organization)
  •  Employee Expense Reimbursement Form (if seeking employee reimbursement)

 
How to complete the Professional Membership Request packet:

To seek approval

  • Complete the Professional Membership Request form.
  • Gather all required documentation.
    • Copy of invoice
    • Documentation supporting why membership is being requested.
  • Obtain all required signatures.
    • Dean/Manager
      • Union Committee Chair (if funds for membership are being paid by the Local 1600 Union.)

To seek direct payment to the  sponsoring organization

  • Complete requisition
  • Gather all required documentation.
    • Approved Professional Membership Request form (including all signatures)
    • Copy of invoice
    • Documentation supporting why membership is being requested.
  • Enter requisition into PeopleSoft system.
  • Attach documents to PeopleSoft requisition
  • Submit the completed packet to the Business Office.
    • The Business Office will obtain the remaining, required signatures from the Executive Director, President and Vice Chancellor’s Office.

To seek employee reimbursement

  • Complete Employee Expense Reimbursement form
  • Gather all required documentation.
    • Approved Professional Membership Request form (including all signatures)
    • Copy of invoice
    • Proof of payment
      • Original receipt
      • Copy of cancelled check
      • Credit card receipt or statement
  • Obtain all required signatures.
    • Dean/Manager
  • Submit the completed packet to the Business Office.
    • The Business Office will obtain the remaining, required signatures from the Executive Director, President and Vice Chancellor’s Office.